Intelligence Driven Advisers’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Intelligence Driven Advisers’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-24,304	Closed	-$1.77M	–	107
2022 Q3	$1.77M	Buy	24,304 +7,200	+42%	+$544K	0.36%	50
2022 Q2	$1.26M	Sell	17,104 -5,739	-25%	-$446K	0.25%	56
2022 Q1	$1.84M	Sell	22,843 -10,130	-31%	-$847K	0.34%	47
2021 Q4	$2.81M	Sell	32,973 -6,865	-17%	-$596K	0.52%	39
2021 Q3	$3.47M	Sell	39,838 -5,237	-12%	-$459K	0.78%	25
2021 Q2	$3.97M	Sell	45,075 -89,026	-66%	-$7.77M	0.77%	29
2021 Q1	$11.7M	Buy	134,101 +14,597	+12%	+$1.27M	2.62%	13
2020 Q4	$10.4M	Buy	119,504 +12,338	+12%	+$1.06M	2.34%	16
2020 Q3	$8.99M	Buy	+107,166	New	+$9.02M	2.11%	18

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Intelligence Driven Advisers's HYG Position: Q4 2022 in Review

Intelligence Driven Advisers sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 24,304 shares — an estimated $1.77M sold.

Intelligence Driven Advisers first reported a position in HYG in Q3 2020 and held it in 9 quarters. The position peaked at $11.7M in Q1 2021. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Intelligence Driven Advisers reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Intelligence Driven Advisers sold 24,304 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $1.77M.
Intelligence Driven Advisers first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and held it in 9 quarters.
Intelligence Driven Advisers's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11.7M in Q1 2021.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Intelligence Driven Advisers's 13F filing for Q4 2022, filed 23 Jan 2023.